Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MCGONAGLE SALES ASSOCIATES
EIN 85-0667673Wholesale TradeLatest filing 2025
Plans
3
Retirement
2
$4.7M assets
Welfare
1
Participants
18
1795 ELBOW LANE - ALLENTOWN, PA 18103610-392-2267
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $4.7M assets / 12 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MCGONAGLE SALES ASSOCIATES, LLC CASH BALANCE PLAN
CashBalance
Assets$4.1M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
VINCENT MCGONAGLE 401(K) PLAN
401k
Assets$588K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002
MCGONAGLE SALES ASSOCIATES, LLC CASH BALANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MCGONAGLE SALES ASSOCIATES, LLC CASH BALANCE PLAN | CashBalance | $4.1M | 6 | 2025 | |
| 001 | VINCENT MCGONAGLE 401(K) PLAN | 401k | $588K | 6 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | MCGONAGLE SALES ASSOCIATES, LLC CASH BALANCE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans